If there is one evidence of inflation, then it’s in food. All have been going higher since the stimulus in March 2020. The population hasn’t been growing that fast, it’s all because of money printing.
Month: December 2020
Global Negative Yielding Debt
Copper Deficit to Grow
China is Booming!
Corporations are flooded with cash
Fed Dot Plot Signals Rates Staying At Zero
Yardeni Ups Forecast on the Economy
U.S. Treasury Maturity Schedule
We know the Fed won’t let these mature, because then they would have losses at rising bond yields. These will need to be rolled over at higher bond yields. Or they need to print more money to buy them up.
For more info read my article.
Bank Stocks Vs. Yield Curve
Gold Mine Production Outlook
According to Barrick Gold, gold mine production is about to decline. We’ll see.